Look for a change in complexity
Most absence can be managed through normal recording, return-to-work conversations and appropriate support. A case may be needed when the situation requires formal investigation, repeated decisions, restricted access or a documented outcome.
Examples can include disputed information, a formal attendance process, overlapping grievance concerns or circumstances that require advice from an employee relations specialist.
Create structure without losing context
Opening a case should introduce clear ownership, access controls and an activity history. It should not mean starting again. The relevant absence record, conversations and supporting documents should remain connected to the case.
This continuity gives the case manager a reliable picture of what happened and why earlier decisions were made.
Apply judgement consistently
Triggers can help identify situations that deserve attention, but they should prompt review rather than make the decision automatically. Context, policy and individual circumstances still matter.
A consistent framework ensures similar concerns are handled in a similar way while preserving the professional judgement needed for fair outcomes.